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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Lee Stein is a financial advisor with over 35 years of experience in the industry. Jeffery is a Registered Representative of Cetera Investment Advisers LLC and a Registered Investment Advisor in Minnesota and Texas. Jeffery has previously worked at VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, AETNA FINANCIAL SERVICES, INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, and AMEV INVESTORS, INC. Jeffery provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Jeffery is committed to providing personalized financial advice and helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (St Louis Park MN)
MN
12/22/2010 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (St Louis Park MN)
MN
10/15/1993 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
CT
11/03/1999 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
06/10/1986 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
MN
09/11/1989 - 12/12/1989
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 7/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/2/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/9/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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